Imboni entsha yamandla ibilokhu ibhekene nobunzima kusukela yafika esicongweni ngasekupheleni kuka-2021. I-CSI New Energy Index yehle ngaphezu kwezingxenye ezimbili kwezintathu, yabamba abatshalizimali abaningi. Naphezu kwemihlangano ngezikhathi ezithile ezindabeni zenqubomgomo, ukubuyiselwa kwemali okuhlala isikhathi eside kusalokhu kungenakwenzeka. Nasi isizathu:
1. Umthamo omkhulu ngokweqile
Ukuphakelwa ngokweqile kuyinkinga enkulu embonini. Isibonelo, isidingo somhlaba wonke sokufakwa okusha kwe-solar ngo-2024 singafinyelela cishe ku-400-500 GW, kuyilapho inani lokukhiqiza selivele lidlula i-1,000 GW. Lokhu kuholela ezimpini ezinkulu zamanani, ukulahlekelwa okukhulu, kanye nokubhalwa phansi kwempahla kulo lonke uchungechunge lokuphakelwa. Kuze kube yilapho inani lokusebenzisa elingaphezulu seliqediwe, imakethe cishe ngeke ibone ukubuya okuqhubekayo.
2. Ukushintsha kobuchwepheshe okusheshayo
Ukusungula izinto ezintsha okusheshayo kusiza ukunciphisa izindleko nokuncintisana namandla endabuko, kodwa futhi kuguqula ukutshalwa kwezimali okukhona kube yimithwalo. Emkhakheni welanga, ubuchwepheshe obusha obufana ne-TOPCon buthatha indawo yamaseli amadala e-PERC ngokushesha, bulimaza abaholi bemakethe bangaphambilini. Lokhu kudala ukungaqiniseki ngisho nakubadlali abaphezulu.
3. Izingozi zokuhweba ezikhulayo
I-China ibusa ukukhiqizwa kwamandla amasha emhlabeni wonke, okwenza kube yindawo yokuhlaselwa yizithiyo zokuhweba. I-US kanye ne-EU bacabangela noma basebenzise amanani kanye nophenyo ngemikhiqizo yelanga kanye ne-EV yaseShayina. Lokhu kusongela izimakethe ezibalulekile zokuthumela kwamanye amazwe ezinikeza inzuzo ebalulekile ukuxhasa ucwaningo kanye nokuthuthukiswa kwasekhaya kanye nokuncintisana kwamanani.
4. Umfutho wenqubomgomo yesimo sezulu ohamba kancane
Ukukhathazeka ngokuphepha kwamandla, impi phakathi kweRussia ne-Ukraine, kanye nokuphazamiseka kobhubhane kuholele izifunda eziningi ekubambezeleni imigomo yekhabhoni, okunciphisa ukukhula kwesidingo samandla amasha.
Kafushane
Umthamo ongaphezu kwamandlakubangela izimpi zamanani kanye nokulahlekelwa.
Ukushintsha kobuchwepheshekwenze abaholi bamanje babe sengozini.
Izingozi zokuhwebakusongela ukuthunyelwa kwamanye amazwe kanye nenzuzo.
Ukulibaziseka kwenqubomgomo yesimo sezulukungase kunciphise isidingo.
Nakuba lo mkhakha uhweba ngezinga eliphansi kakhulu futhi umbono wawo wesikhathi eside uqinile, lezi zinselele zisho ukuthi ushintsho lwangempela luzothatha isikhathi nesineke.
Isikhathi sokuthunyelwe: Julayi-08-2025
